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Salesforce

2,769 hedge funds and large institutions have $179B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 1,136 increasing their positions, 1,208 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $209B → $179B (-$30.5B)

28% less funds holding in top 10

Funds holding in top 10: 5439 (-15)

32% less first-time investments, than exits

New positions opened: 200 | Existing positions closed: 296

Holders
2,769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.79B
Puts
$5.79B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1901
WBH Advisory
Maryland
$557K
IA
1902
IFG Advisory
Georgia
$556K
GS
1903
GTS Securities
New York
$552K
ZI
1904
ZEGA Investments
Florida
$552K
AO
1905
Advisor OS
Illinois
$551K
MFG
1906
Magnus Financial Group
New York
$551K
WAG
1907
Winthrop Advisory Group
Massachusetts
$551K
AIMA
1908
Ables Iannone Moore & Associates
Georgia
$549K
FFA
1909
Founders Financial Alliance
North Carolina
$549K
AWE
1910
Avidian Wealth Enterprises
Texas
$548K
TWM
1911
Trueblood Wealth Management
Ohio
$548K
DI
1912
Diligent Investors
California
$545K
VC
1913
Vestor Capital
Illinois
$545K
RIP
1914
RAM Investment Partners
Washington
$544K
VFG
1915
Victory Financial Group
Texas
$544K
BWM
1916
BankPlus Wealth Management
Mississippi
$544K
RI
1917
Ridgewood Investments
New Jersey
$542K
1CP
1918
17 Capital Partners
Arizona
$542K
GSB
1919
Greenfield Savings Bank
Massachusetts
$541K
PFA
1920
Pure Financial Advisors
California
$538K
RZH
1921
Relyea Zuckerberg Hanson
Connecticut
$537K
GWM
1922
Gibbs Wealth Management
Georgia
$536K
CIM
1923
CIM Investment Management
Pennsylvania
$536K
WCM
1924
Windsor Capital Management
Arizona
$535K
SCI
1925
Silver Coast Investments
United States
$532K